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Marcellus - Kings of Capital
Marcellus - Kings of Capital

Marcellus - Kings of Capital

  • Marcellus Investment Managers Pvt Ltd
  • Large Cap
  • 21
    Out of 24*
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PMS Bazaar
Portfolio age5 years, 9 months
11.19%
-11.3%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/04/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0%)
Allocation by Market Cap
Small Cap (38.5%)
Mid Cap (11.5%)
Large Cap (50%)
Sector Holdings
Undisclosed
Stock Holdings
  • ICICI Bank Ltd8%
  • Axis Bank Ltd.8%
  • HDFC Bank Ltd.7.5%
  • Kotak Mahindra Bank Ltd.7.5%
  • Cholamandalam Investment and Finance Company Ltd.7%

bt_logoPORTFOLIO MANAGERS

Tej Shah
  • Manager Rank19 Out of 27
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM139.02
  • Highest Return In 1 Yr-3.93%
Profile

Prior to joining Marcellus, Tej worked at Mayfield, a Silicon Valley headquartered venture capital fund which manages $3Bn globally and $220Mn in India. Tej spent 2 years as a part of Mayfield India’s investment team covering multiple sectors and being at the centre of India’s evolving venture ecosystem. Prior to Mayfield, Tej was a part of the equity and capital markets team of Ambit Capital where he worked on executing IPOs, QIPs and buybacks.

Other Schemes
AUM (₹ Cr)
₹139.02 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
6 Out of 31
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹139.02 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 31
Fixed Fee
2.50%
AUM (₹ Cr)
₹250.00 Cr
Hurdle Rate
0% to 15%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 31
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 31
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 31
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 31
Fixed Fee
2.50%
AUM (₹ Cr)
₹15.19 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 31
Fixed Fee
Upto 2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Marcellus Investment Managers Pvt Ltd
Marcellus Investment Managers Pvt Ltd manages assets worth Rs 2435.72 crores. Its current offering of PMS schemes includes 2 Large Cap, 2 Mid Cap and 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

2,435.72 (As on Mar, 2026)

Number of Schemes

6
Schemes From This AMC
AUM (₹ Cr)
₹139.02 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
6 Out of 31
Fixed Fee
2.50%
AUM (₹ Cr)
₹98.78 Cr
Hurdle Rate
6% + Benchmark
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
18 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
₹132.60 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
19 Out of 23
Fixed Fee
1.50%
AUM (₹ Cr)
₹1,692.13 Cr
Hurdle Rate
8% Or 12%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
8 Out of 31
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
193 Out of 270
Fixed Fee
2.00%
AUM (₹ Cr)
₹42.78 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
240 Out of 270
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of Marcellus - Kings of Capital?
The hurdle rate of Marcellus - Kings of Capital is 10.00%.
What is the fixed fee charged in Marcellus - Kings of Capital ?
The fixed fee charged in Marcellus - Kings of Capital is 2.50%.
What is the variable fee charged in Marcellus - Kings of Capital ?
The variable fee charged in Marcellus - Kings of Capital is 1.50%.
What is the profit sharing in Marcellus - Kings of Capital ?
The profit sharing in Marcellus - Kings of Capital is performance fees of 15% profit sharing above a hurdle of 10%, no catch-up.
What is the minimum investment in Marcellus - Kings of Capital ?
The minimum investment in Marcellus - Kings of Capital is ₹50 Lacs
What type of scheme is Marcellus - Kings of Capital?
Marcellus - Kings of Capital is an Equity scheme. It falls in the Large Cap category.
What is the inception date of Marcellus - Kings of Capital?
The inception date of Marcellus - Kings of Capital is Jul 28, 2020.
What is the exit load of Marcellus - Kings of Capital?
Exit load is No Option if redeemed in 0-1 year, No Option if redeemed in > 1-2 years, No Option if redeemed in > 2-3 years, 0% thereafter.